-59.4%
AVTR vs HSY
+10.4%
-69.8%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | -0.4% |
| 7D | +3.2% | -2.3% | +5.5% | +3.5% |
| 30D | +0.5% | +6.3% | -5.8% | -0.7% |
| 3M | +12.1% | -5.2% | +17.3% | +13.0% |
| 6M | +91.2% | -8.3% | +99.5% | +93.3% |
| YTD | +36.3% | -2.7% | +39.0% | +35.1% |
| 1Y | +35.2% | +0.1% | +35.1% | +33.2% |
| 3Y | -15.8% | -1.0% | -14.8% | -17.8% |
| All | -59.4% | +10.4% | -69.8% | -61.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded HSY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling